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Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,469 | $165,399-54.4% | $149,745-49.6% | $158,982-52.5% |
| Participation rate | 95.8% | 84.6%+11.3pp | 82.5%+13.4pp | 82.0%+13.9pp |
| Annual return | 18.06% | 348.34%-330.3pp | 276.72%-258.7pp | 302.99%-284.9pp |
| Employer contribution / active EE | $9,385 | $5,105+83.9% | $4,646+102.0% | $4,763+97.1% |
| Participant deferral / active EE | $0 | $7,183-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $105 | $10,811-99.0% | $9,312-98.9% | $11,252-99.1% |